Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Questions? We are here to help
News & Media
Recommended Products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended Products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
eSignature tab
Use this tab to enable your clients to provide electronic signatures for the following documents.&
- Form 8879, IRS e-file Signature Authorization (1040, 1065, and 1120 only)
- Form 8878, IRS e-file Signature Authorization for Form 4868, Form 2350, or Form 7004 (1040, 1065, and 1120 only)
- FinCEN Form 114a, Record of Authorization to Electronically File FBARs
- Engagement Letter
- Consent to Disclose and Use Tax Information (IRC Section 7216)
- Bank Account Verification
note
You will incur a fee for each successful completion of eSignatures for all parties.&
To open this tab, choose Setup then Office Configuration and select the eSignature tab.
Fields and buttons
Enable electronic signatures (eSignature) ($)
Mark this checkbox to enable the eSignatures feature for client documents that permit electronic signatures, such as Form 8879 (1040 only), Form 8878 (1040 only), the Engagement Letter, FinCEN Form 114a, Consent to Disclose and Use Tax Information, and Bank Account Verification. You can create the eSignature documents in the Print Returns dialog by choosing File then Print Returns and then transmit the documents to clients via CS Connect.
note
- After marking this checkbox, UltraTax CS will prompt you to accept the Thomson Reuters electronic signature terms and conditions. A similar notification appears when you transmit your first eSignature document via CS Connect.
- If desired, you can suppress the eSignature feature on a per-client basis via Screen eSign in the Electronic Filing folder.
FileCabinet CS / GoFileRoom
If you are licensed for FileCabinet CS or GoFileRoom, you can mark this checkbox to have UltraTax CS store electronically-signed documents in those applications after retrieving the documents from the client via CS Connect.
note
This checkbox is only visible if you are licensed for FileCabinet CS or GoFileRoom.
Signed eSignature PDF location
Mark this checkbox to have UltraTax CS store the electronically-signed documents in the specified location on your hard drive or network. To modify this location, select the Browse button adjacent to this field, navigate to the desired location, and select OK.
note
This checkbox is
not
visible if you are licensed for Onvio.Suppress Web Tax Return when creating an eSignature
If you are licensed for NetClient CS, you can mark this checkbox to prevent UltraTax CS from generating and sending the client copy of the web tax return when you create and send eSignature documents to a client via their NetClient CS portal. This setting does not apply to Client Organizer eSignature documents, and is not necessary for extensions or Data Mining documents with eSignatures as they do not transmit to NetClient CS.
note
This checkbox is only visible if you are licensed for NetClient CS.